+20.0%
PLUG vs PEG
+155.4%
-135.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.3% | +0.1% | +1.8% |
| 7D | +14.5% | +0.9% | +13.6% | +13.9% |
| 30D | -10.7% | +3.8% | -14.5% | -12.5% |
| 3M | -31.2% | +0.1% | -31.3% | -31.4% |
| 6M | -51.9% | -1.0% | -50.9% | -52.1% |
| YTD | -23.9% | -4.1% | -19.7% | -23.5% |
| 1Y | -43.4% | -6.9% | -36.5% | -42.2% |
| 3Y | -74.7% | +35.6% | -110.3% | -79.8% |
| 5Y | -96.3% | +42.8% | -139.1% | -97.1% |
| 10Y | +20.0% | +160.2% | -140.2% | -11.3% |
| All | +20.0% | +155.4% | -135.4% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PEG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling